Jeffrey R. Hoenle, CFP®, CRPC®, AEP®
President and Co-Founder
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Estate Planner(R)
- Investment Advisor Representative and Registered Representative
- Licensed Insurance Agent offering Health Insurance, Long Term Care Insurance, Life Insurance and Annuities
- Wayne State University, Graduate, Management Program
- Oakland University, Instructor, Certified Financial Planning Program Certificate Program
- Instructor at Oakland University teaching Estate Planning and Financial Planning in the CFP(R) Certification Program
- Chief Executive Officer and Educator for the Advanced Planning Educational Group, Inc.
- Member of the Financial & Estate Planning Council of Metropolitan Detroit, Inc.
- Over 24 Years of Independent Financial and Insurance Consulting to Michigan Families